Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
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5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
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Publishedv4 · reliability 96
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Shipped, arriving Thursday.tools: Search KB · $0.004
studio ▸ build → publish → chat-test
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Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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864 results · Marketing
Marketing: Content Marketer Intake Review & Triage
Working supplied-intake review and triage agent for Content Marketer teams in Marketing. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Marketing: Content Marketer Document Summarizer
Working supplied-content summarizer for Content Marketer teams in Marketing. Paste the material to summarize when you run it; no external system connection is included or required.
Marketing: Content Marketer Q&A Assistant
Working supplied-reference Q&A agent for Content Marketer teams in Marketing. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Marketing: Content Marketer Drafting & Generation
Working supplied-context drafting agent for Content Marketer teams in Marketing. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Marketing: Content Marketer Record Review
Working supplied-record review agent for Content Marketer teams in Marketing. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Marketing: Content Marketer Data Query & Summary
Data Query & Summary template for Content Marketer teams in Marketing. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Content Marketer Compliance Checker
Compliance Checker for Content Marketer teams in Marketing. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Marketing: Content Marketer Risk Assessment
Risk Assessment for Content Marketer teams in Marketing. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Marketing: Content Marketer Reconciliation Brief
Reconciliation Brief template for Content Marketer teams in Marketing. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Content Marketer Exception Review
Working supplied-exception review agent for Content Marketer teams in Marketing. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Marketing: Content Marketer On-demand Reporting & Insights
On-demand Reporting & Insights template for Content Marketer teams in Marketing. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Content Marketer Decision Support
Decision Support for Content Marketer teams in Marketing. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Marketing: Content Marketer Routing Advisor
Working supplied-work routing advisor for Content Marketer teams in Marketing. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Marketing: Content Marketer Trend Briefing
Trend Briefing template for Content Marketer teams in Marketing. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Content Marketer Onboarding Guide
Onboarding Guide for Content Marketer teams in Marketing. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Marketing: Content Marketer Feedback Summary
Working supplied-feedback summary for Content Marketer teams in Marketing. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Marketing: Content Marketer Research & Discovery
Research & Discovery for Content Marketer teams in Marketing. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Marketing: Content Marketer Process Guidance
Process Guidance for Content Marketer teams in Marketing. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Marketing: Demand Generation Intake Review & Triage
Working supplied-intake review and triage agent for Demand Generation teams in Marketing. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Marketing: Demand Generation Document Summarizer
Working supplied-content summarizer for Demand Generation teams in Marketing. Paste the material to summarize when you run it; no external system connection is included or required.
Marketing: Demand Generation Q&A Assistant
Working supplied-reference Q&A agent for Demand Generation teams in Marketing. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Marketing: Demand Generation Drafting & Generation
Working supplied-context drafting agent for Demand Generation teams in Marketing. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Marketing: Demand Generation Record Review
Working supplied-record review agent for Demand Generation teams in Marketing. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Marketing: Demand Generation Data Query & Summary
Data Query & Summary template for Demand Generation teams in Marketing. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
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Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
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